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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,014 | $42,909-88.3% | $60,906-91.8% | $68,486-92.7% |
| Participation rate | 58.3% | 66.8%-8.4pp | 73.1%-14.8pp | 67.9%-9.6pp |
| Annual return | -20.17% | -13.99%-6.2pp | 16.94%-37.1pp | -7.85%-12.3pp |
| Employer contribution / active EE | $542 | $1,979-72.6% | $2,703-80.0% | $2,597-79.1% |
| Participant deferral / active EE | $748 | $2,866-73.9% | $3,814-80.4% | $4,028-81.4% |
| Admin fee / account holder | $577 | $3,104-81.4% | $3,227-82.1% | $5,404-89.3% |